Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,360 | $82,288-68.0% | $68,790-61.7% | $134,493-80.4% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.8pp | 81.2%-29.1pp |
| Annual return | -21.70% | -2.19%-19.5pp | -6.38%-15.3pp | 418.01%-439.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $898 | $4,738-81.0% | $3,941-77.2% | $6,400-86.0% |
| Admin fee / account holder | $565 | $6,482-91.3% | $4,934-88.6% | $11,425-95.1% |